Ben Horowitz
speaker
15,697 appearances
54 recordings
1 series
first heard Dec 2024
last heard 3d ago
Ben Horowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 43 in all, peaking in Jul 2026 with 8.
Appearances
So it was a two-sided thing and the companies were all rushing there and needed more bandwidth theoretically, but there weren't
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the users on the other side to consume it necessarily.
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And then to really consume a lot of bandwidth, you have to do high bandwidth things like video, which weren't really viable for a number of reasons that had nothing to do with how much bandwidth was in the data center.
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So it smelled
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but it wasn't this.
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This is like, we're flat out and people are reselling GPUs for four times what they bought them for and this kind of thing.
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Like, it's just not, and then we're also out of power and cooling.
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And then on top of that, it's really hard to build because there's these incredible political headwinds going into it.
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So it's really unprecedented in my career that we've had anything like this.
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situation.
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That's
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We're out of many things.
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Power, cooling, memory, GPUs, like you name it, we're out of it.
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the capacity.
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And connecting, breaking down and building them and having a power source.
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So, like, you either have to build your own power or, like, usually both.
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You've got to build your own power and have a power source, which is not easy.
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Well, I would say we're probably, I'd like to think we're just in time, but, you know, we probably would have been well suited to have at least a couple of years ago.
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demand for intelligence is so vertical.
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With
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Showing 781–800 of 15,697 · page 40 of 785
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